Redtail CRM

Redtail CRM + SQL Server Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and SQL Server, with as many as 19 possible integrations. Are you ready to find your productivity superpowers?

Premium
SQL Server is a Premium integration on Zapier.

It's easy to connect Redtail CRM + SQL Server and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New or Updated Row

Triggered when a new row is added or modified.

Update Row

Updates an existing row.

New Row (Custom Query)

Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

New Row

Adds a new row.

New Row

Triggered when you add a new row.

Create New Opportunity

Creates a new opportunity.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

SQL server (or MS SQL) is a top of the line database geared for the cloud

See SQL Server Integrations